TREMBLANT CAPITAL GROUP
Top Portfolio Positions
57 positions ·
$3,106,501,329 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPOT |
Spotify Technology S.A.
Communication Services
|
280,445 | $135,990,584 | 4.38% | |
| TKO |
TKO Group Holdings, Inc.
Communication Services
|
598,297 | $120,646,590 | 3.88% | |
| LYV |
Live Nation Entertainment, Inc.
Communication Services
|
755,227 | $115,179,669 | 3.71% | |
| LITE |
Lumentum Holdings Inc.
Technology
|
152,685 | $107,300,910 | 3.45% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
677,148 | $101,673,772 | 3.27% | |
| UBER |
Uber Technologies, Inc
Technology
|
1,307,946 | $94,080,555 | 3.03% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
4,936,035 | $93,192,340 | 3.00% | |
| ROKU |
Roku, Inc
Communication Services
|
961,220 | $90,950,636 | 2.93% | |
| GRAB |
Grab Holdings Ltd
Technology
|
24,371,435 | $89,199,452 | 2.87% | |
| WH |
Wyndham Hotels & Resorts, Inc.
Consumer Cyclical
|
1,012,690 | $82,260,808 | 2.65% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BWXT
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,246,377 | 255,496 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $50,326,514 | 291,174 | Shares | Sole | 2026-02-17 | |
| No 13F history on record for this holder in this stock. | ||||||